Retirement Wealth Solutions LLC
MARSHFIELD WI · SEC CIK 0002044741
$1.81亿2026Q2 申报市值
803持仓数
60.4%前十大占比 · 第一大 15.1%
30 / 51新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$469.77万
CORO 新建仓+$144.24万
IUSB 加仓+$140.67万
IALT 新建仓+$85.88万
GGOV 新建仓+$71.47万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$136.86万
EFV 减仓-$117.28万
VOO 减仓-$103.50万
IEMG 减仓-$92.23万
IAGG 减仓-$80.25万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MTH | MERITAGE HOMES CORP | $3,858 | 0.00% | 46 | 17 | 58.6% | $1,426 | 加仓 |
| ESQ | ESQUIRE FINL HLDGS INC | $3,812 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $3,808 | 0.00% | 24 | 19 | 380.0% | $3,015 | 加仓 |
| SLGN | SILGAN HLDGS INC | $3,804 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC | $3,795 | 0.00% | 210 | 45 | 27.3% | $813 | 加仓 |
| BRC | BRADY CORP | $3,755 | 0.00% | 41 | 5 | 13.9% | $458 | 加仓 |
| THC | TENET HEALTHCARE CORP | $3,742 | 0.00% | 20 | -2 | -9.1% | -$374 | 减仓 |
| KFY | KORN FERRY | $3,729 | 0.00% | 56 | 10 | 21.7% | $666 | 加仓 |
| TGT | TARGET CORP | $3,658 | 0.00% | 28 | 5 | 21.7% | $653 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $3,639 | 0.00% | 32 | 25 | 357.1% | $2,843 | 加仓 |
| TKR | TIMKEN CO | $3,633 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| FFBC | 1ST FINL BANCORP | $3,620 | 0.00% | 107 | 6 | 5.9% | $203 | 加仓 |
| HLN | HALEON PLC | $3,593 | 0.00% | 385 | -8 | -2.0% | -$75 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $3,592 | 0.00% | 106 | 25 | 30.9% | $847 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $3,589 | 0.00% | 44 | 9 | 25.7% | $734 | 加仓 |
| UNM | UNUM GROUP | $3,576 | 0.00% | 40 | 6 | 17.6% | $536 | 加仓 |
| DT | DYNATRACE INC | $3,557 | 0.00% | 81 | 20 | 32.8% | $878 | 加仓 |
| HCA | HCA HEALTHCARE INC | $3,510 | 0.00% | 9 | -9 | -50.0% | -$3,510 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $3,466 | 0.00% | 39 | -2 | -4.9% | -$178 | 减仓 |
| EPR | EPR PPTYS | $3,423 | 0.00% | 59 | 24 | 68.6% | $1,392 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $3,403 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CTRE | CARETRUST REIT INC | $3,390 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $3,357 | 0.00% | 72 | -13 | -15.3% | -$606 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $3,346 | 0.00% | 61 | -1 | -1.6% | -$55 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $3,331 | 0.00% | 72 | 41 | 132.3% | $1,897 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $3,322 | 0.00% | 203 | 69 | 51.5% | $1,129 | 加仓 |
| O | REALTY INCOME CORP | $3,284 | 0.00% | 53 | 29 | 120.8% | $1,797 | 加仓 |
| EQNR | EQUINOR ASA | $3,266 | 0.00% | 104 | -68 | -39.5% | -$2,135 | 减仓 |
| SLB | SLB LIMITED | $3,255 | 0.00% | 70 | -19 | -21.3% | -$884 | 减仓 |
| TFC | TRUIST FINL CORP | $3,239 | 0.00% | 65 | -3 | -4.4% | -$149 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $3,225 | 0.00% | 30 | 11 | 57.9% | $1,182 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $3,221 | 0.00% | 17 | -5 | -22.7% | -$947 | 减仓 |
| PSX | PHILLIPS 66 | $3,212 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| ACIW | ACI WORLDWIDE INC | $3,169 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $3,133 | 0.00% | 124 | 66 | 113.8% | $1,668 | 加仓 |
| VTRS | VIATRIS INC | $3,126 | 0.00% | 197 | -13 | -6.2% | -$206 | 减仓 |
| DIOD | DIODES INC | $3,065 | 0.00% | 28 | 5 | 21.7% | $547 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $3,053 | 0.00% | 55 | -13 | -19.1% | -$722 | 减仓 |
| PRGS | PROGRESS SOFTWARE CORP | $3,023 | 0.00% | 90 | 77 | 592.3% | $2,586 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $3,019 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| RGEN | REPLIGEN CORP | $3,002 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $2,995 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| KRYS | KRYSTAL BIOTECH INC | $2,974 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $2,948 | 0.00% | 26 | 8 | 44.4% | $907 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $2,947 | 0.00% | 6 | -1 | -14.3% | -$491 | 减仓 |
| FUL | FULLER H B CO | $2,915 | 0.00% | 50 | 21 | 72.4% | $1,224 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $2,914 | 0.00% | 333 | 143 | 75.3% | $1,251 | 加仓 |
| MTZ | MASTEC INC | $2,913 | 0.00% | 7 | 7 | — | $2,913 | 新建仓 |
| VICI | VICI PPTYS INC | $2,868 | 0.00% | 108 | -12 | -10.0% | -$319 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,866 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| LII | LENNOX INTL INC | $2,865 | 0.00% | 5 | 1 | 25.0% | $573 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $2,863 | 0.00% | 23 | -3 | -11.5% | -$373 | 减仓 |
| AIR | AAR CORP | $2,859 | 0.00% | 20 | 1 | 5.3% | $143 | 加仓 |
| STM | STMICROELECTRONICS N V | $2,846 | 0.00% | 38 | 38 | — | $2,846 | 新建仓 |
| FN | FABRINET | $2,811 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $2,775 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| MMSI | MERIT MED SYS INC | $2,774 | 0.00% | 40 | 24 | 150.0% | $1,664 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $2,765 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| OSK | OSHKOSH CORP | $2,763 | 0.00% | 18 | 9 | 100.0% | $1,382 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $2,752 | 0.00% | 61 | 61 | — | $2,752 | 新建仓 |
| WMB | WILLIAMS COS INC | $2,751 | 0.00% | 37 | -2 | -5.1% | -$149 | 减仓 |
| APA | APA CORPORATION | $2,736 | 0.00% | 84 | -8 | -8.7% | -$261 | 减仓 |
| PSO | PEARSON PLC | $2,734 | 0.00% | 172 | 29 | 20.3% | $461 | 加仓 |
| GWW | WW GRAINGER INC | $2,721 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ABCB | AMERIS BANCORP | $2,708 | 0.00% | 30 | 2 | 7.1% | $181 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $2,690 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| OVV | OVINTIV INC | $2,686 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $2,686 | 0.00% | 10 | 2 | 25.0% | $537 | 加仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $2,685 | 0.00% | 40 | 5 | 14.3% | $336 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $2,681 | 0.00% | 27 | -2 | -6.9% | -$199 | 减仓 |
| ARMK | ARAMARK | $2,675 | 0.00% | 47 | 13 | 38.2% | $740 | 加仓 |
| F | FORD MTR CO | $2,672 | 0.00% | 192 | -65 | -25.3% | -$905 | 减仓 |
| IVZ | INVESCO LTD | $2,639 | 0.00% | 100 | -5 | -4.8% | -$132 | 减仓 |
| U | UNITY SOFTWARE INC | $2,601 | 0.00% | 91 | 8 | 9.6% | $229 | 加仓 |
| VCYT | VERACYTE INC | $2,585 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| FELE | FRANKLIN ELEC INC | $2,573 | 0.00% | 24 | -5 | -17.2% | -$536 | 减仓 |
| EXEL | EXELIXIS INC | $2,558 | 0.00% | 47 | 5 | 11.9% | $272 | 加仓 |
| IONQ | IONQ INC | $2,557 | 0.00% | 48 | 14 | 41.2% | $746 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $2,547 | 0.00% | 5 | -5 | -50.0% | -$2,547 | 减仓 |
| SHOP | SHOPIFY INC | $2,512 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $2,492 | 0.00% | 26 | 4 | 18.2% | $383 | 加仓 |
| VEEV | VEEVA SYS INC | $2,485 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SKYW | SKYWEST INC | $2,484 | 0.00% | 25 | -6 | -19.4% | -$596 | 减仓 |
| — | TOPBUILD COR | $2,482 | 0.00% | 7 | -1 | -12.5% | -$355 | 减仓 |
| DOCU | DOCUSIGN INC | $2,444 | 0.00% | 55 | 17 | 44.7% | $755 | 加仓 |
| ALB | ALBEMARLE CORP | $2,431 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $2,420 | 0.00% | 5 | 2 | 66.7% | $968 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $2,408 | 0.00% | 12 | 12 | — | $2,408 | 新建仓 |
| TECH | BIO-TECHNE CORP | $2,403 | 0.00% | 34 | 6 | 21.4% | $424 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $2,372 | 0.00% | 26 | 17 | 188.9% | $1,551 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $2,371 | 0.00% | 26 | -18 | -40.9% | -$1,641 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $2,364 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $2,344 | 0.00% | 111 | 12 | 12.1% | $253 | 加仓 |
| COIN | COINBASE GLOBAL INC | $2,340 | 0.00% | 16 | -12 | -42.9% | -$1,755 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $2,333 | 0.00% | 7 | -8 | -53.3% | -$2,666 | 减仓 |
| PHM | PULTE GROUP INC | $2,333 | 0.00% | 17 | 13 | 325.0% | $1,784 | 加仓 |
| BPOP | POPULAR INC | $2,299 | 0.00% | 14 | -1 | -6.7% | -$164 | 减仓 |
| DINO | HF SINCLAIR CORP | $2,299 | 0.00% | 33 | 7 | 26.9% | $488 | 加仓 |
| RITM | RITHM CAPITAL CORP | $2,273 | 0.00% | 242 | -28 | -10.4% | -$263 | 减仓 |
| CCI | CROWN CASTLE INC | $2,263 | 0.00% | 30 | -1 | -3.2% | -$75 | 减仓 |